Filed November 16, 2023
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,347 | $111,491+45.6% | $189,513-14.3% | $86,799+87.0% |
| Participation rate | 95.1% | 87.3%+7.8pp | 87.8%+7.3pp | 72.3%+22.9pp |
| Annual return | 16.77% | 83.50%-66.7pp | 555.15%-538.4pp | 97.91%-81.1pp |
| Employer contribution / active EE | $8,581 | $3,951+117.2% | $6,162+39.3% | $2,405+256.8% |
| Participant deferral / active EE | $3,994 | $6,437-38.0% | $8,221-51.4% | $4,131-3.3% |
| Admin fee / account holder | $14 | $189-92.8% | $12,045-99.9% | $170-92.0% |